About the Role
* We are seeking a skilled Executive Assistant to partner with our Customer Success Senior Manager in a fast-paced digital marketing agency.
Key Responsibilities:
* Bulk and optimize bio pages for new financial advisor clients
* Coordinate with account managers to ensure seamless client setup
* Configure calendar linking systems and GHL account setups
* Facilitate & Manage all client offboarding communications with professionalism
* Execute drip message campaigns and implement client-requested changes
* Conduct thorough account audits to identify and resolve messaging errors
* Handle monthly billing follow-ups and renewal communications
* Attend weekly client meetings as the CSM's right hand
* Take detailed meeting notes and create actionable task lists
* Maintain organized records of all client interactions and outcomes
Requirements:
* 2+ years of executive assistant or client support experience
* Proficiency with CRM systems (GHL experience preferred)
* Strong written and verbal communication skills
* Experience with calendar management and scheduling tools
* Proven ability to manage multiple priorities simultaneously
Nice to Have:
* Experience in digital marketing or financial services
* Familiarity with marketing automation platforms
* Previous experience supporting customer success teams
Job Description Format:
* We are looking for an experienced professional to provide exceptional support to our Customer Success Senior Manager.
* The ideal candidate will have 2+ years of experience in an executive assistant or client support role.
* They will be proficient in CRM systems, particularly GHL, and possess excellent written and verbal communication skills.
* The selected candidate will also have experience with calendar management and scheduling tools, as well as the ability to manage multiple priorities simultaneously.
* Prior experience in digital marketing or financial services, familiarity with marketing automation platforms, and previous experience supporting customer success teams are desirable but not required.
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